Slide 38
Slide 38 text
This document is Proprietary and Confidential. No part of this document may be disclosed in
any manner to a third party without the prior written consent of ZeroPoint Technologies AB.
Market | ZeroPoint is a high-margin business active on a
$1.0-1.5B SAM
Large market potential for ZeroPoint (2030) Comments
• Market estimate is bottoms-
up, where volumes and
growth rates are based on
Gartner data, pricing based on
discussions with potential
customers
• Excluding long-game markets
and value from future
products due to lack of reliable
data
• IP-licensing is a high-margin
business, with low operating
costs and no COGS
TAM
SAM
SOM $350-450M
Servers – $150-200M 30% market penetration
Devices – $200-250M 30% market penetration
$1.0-1.5B
Servers – $0.5-0.7B, 26M CPUs/y 2022,
2:1 CXL:CPU, 15-20% CAGR
Devices – $0.5-0.8B, ~180M S.P./y 2022,
~150M Tab./y 2022, ~220M PC/y 2022, 10-15% CAGR
$6-12B
3-4B xPUs/y 2022, $2-3 per unit, ~15% CAGR